// for data and fp&a teams

Your analysts should be finding insights,
not writing reports

The FP&A analyst you hire will deliver real insight if we automate the data assembly layer first. Monthly close pulls, variance calculations, board deck population - handled by the system. Your analyst focuses on what the numbers mean.

From $2,000·2-4 weeks to ship·80+ automations built·Official Anthropic Partner
See what we'd automate in your stack
3 days
monthly close reporting cut to under 1 hour
90%
of recurring report work automated
2-4 wks
to build and ship the full system
$1,500/mo
vs $85k/yr FP&A analyst hire
// what we fix

The four problems that kill data ops

Monthly close reporting takes 3 days
Financial data pulled from your source systems, variance analysis run, narrative written, report formatted. Done in under an hour. Same process every month, zero manual assembly.
Board decks are a last-minute scramble
Board pack generated from live data on a schedule. Revenue vs budget, headcount, cash position, KPI table - pulled, formatted, and ready for your review. Not built from scratch.
Variance analysis is copy-paste from Excel
Actual vs budget vs prior year calculated automatically across your P&L. Significant variances flagged. Commentary drafted. You review and adjust - not build.
Data is scattered across 4 tools
Single automated pull from your accounting, CRM, and ops tools. Consolidated into one source. Reports always reflect the latest numbers, not yesterday's export.
// what we build

A full reporting layer, built in 2-4 weeks

Not a tool subscription. Not a consultant with a deck. An actual system running in your stack, doing the work.

Monthly P&L report with variance analysis generated automatically
Board pack data pull and formatting from live source systems
Budget vs actual tracking updated daily, not at close
KPI dashboard narrative written and distributed on schedule
Cash flow forecast updated from latest actuals automatically
Ad-hoc report templates that any team member can trigger
// from ivan
"FP&A teams I've seen spend Monday through Wednesday on the monthly close every single month. Same pull, same format, same narrative structure. The insight is in the 20% that changes. The other 80% is assembly work that should be automatic. We build the assembly. Your analyst finds the story."

Ivan Bolonikhin - Founder, 2pizza.team

// related

Data stack, consultants, industries

// data tools
// related industries
// hire by stack
// questions

FP&A AI questions, answered

How is AI for FP&A different from AI for general data analytics?

FP&A workflows are forecast-heavy, variance-driven, and tied to a defined period close. We build AI that understands accounting close cycles, GL structures, and management reporting cadences. General BI work focuses on dashboards - we focus on the narrative around the numbers (variance commentary, drivers, recommendations) which is where analyst time actually goes.

Will the AI make up numbers in reports?

No - hard rule. AI never generates numbers it cannot cite. All numerical claims must trace back to a source row in your data warehouse or ledger. We build a citation-check layer that fails the report generation if any claim lacks a source. You see exactly which row produced each number in the narrative.

Can you work with our existing data stack?

Yes - Snowflake, BigQuery, Redshift, PostgreSQL for warehouses. Looker, Mode, Hex, Tableau, Power BI for dashboards. NetSuite, Sage Intacct, Xero, QuickBooks for accounting. We add an AI layer on top of what you have. No forced data migrations.

What about data security and compliance?

Three controls: data isolation (your warehouse stays your warehouse, queries run with read-only credentials we never see), no-training contractual defaults with Anthropic/OpenAI (your data never trains models), audit log on every AI request with full lineage. For finance teams under SOX or similar - we provide audit trail exports on demand.

How long until first workflow ships?

Two weeks for a single workflow (e.g., monthly close commentary or weekly board update). Four to six weeks for a multi-workflow system covering close + reporting + variance + forecast support. We work in production from week one - your team sees real outputs within 10 days.

What does this cost?

FP&A / data team workflows fall in our Standard tier - $2,000-4,000 fixed price for a multi-workflow build delivered in 2-4 weeks. Active retainer at $1,500/month covers ongoing tuning and new workflows. LLM costs are pass-through (typically $100-400/mo for FP&A workloads since prompts are structured). Full pricing on the Pricing page.

See what we'd automate in your stack

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